Shared on 15 Dec 25

Fair value Decreased 0.40%

TSLA: AI And Autonomy Focus Will Deepen Risks From Weakening Core Demand

Analysts have modestly trimmed their Tesla price target to approximately $391 per share, reflecting slightly higher discount rates and marginally lower long term growth and margin assumptions, even as they continue to see meaningful upside from AI, autonomy and energy storage over time. Analyst Commentary Recent Street research on Tesla reflects a wide dispersion of views, with some firms leaning into the company’s AI and robotics optionality while others remain focused on execution risk in the core auto and capital intensity of the growth agenda.

Shared on 01 Dec 25

TSLA: Leadership Moves And Delivery Trends Will Define Upside Versus Mounting Execution Risks

Analysts have modestly increased their price target for Tesla, citing sustained revenue growth expectations and stabilization in electric vehicle deliveries. This comes despite continued concerns over margin pressure and rising capital expenditures.

Shared on 17 Nov 25

Fair value Increased 0.41%

TSLA: Mixed Delivery Trends And Execution Risks Will Shape Outlook Amid Leadership Uncertainty

Tesla’s analyst price target has increased modestly to approximately $392.93, up about $1.61. Analysts point to stabilizing delivery volumes and a slightly stronger revenue growth outlook, partially offset by narrower profit margins.

Shared on 03 Nov 25

Fair value Increased 6.69%

Analysts have increased their fair value estimate for Tesla to about $391 from $367 per share, citing slightly improved revenue growth and profit margin expectations. Recent Street research points to delivery stabilization, record Q3 results, and continued optimism around new products despite ongoing earnings variability.

Shared on 20 Oct 25

Fair value Increased 4.64%

Tesla's analyst price target has been raised from $350.50 to $366.77 as analysts weigh continued optimism around the company's AI ventures and robotics pipeline. However, they cite moderating growth assumptions and increased industry competition.

Shared on 06 Oct 25

Fair value Increased 5.71%

Tesla's analyst price target has increased from approximately $331.58 to $350.50, a rise of nearly $19. This change reflects analysts' optimism after stronger-than-expected Q3 vehicle deliveries, as well as expectations for improving profit margins and new model momentum.

Shared on 21 Sep 25

Fair value Increased 6.78%

Analysts have raised Tesla’s price target to $331.58, reflecting renewed optimism around Q3–Q4 deliveries, autonomy and robotics growth potential, and successful product rollouts like Robotaxi and FSD, despite near-term margin concerns and mixed views on demand sustainability. Analyst Commentary Bullish analysts highlighted growing confidence in Tesla's Q3 and Q4 delivery volumes, citing upwardly revised estimates, particularly on the back of global survey data and new product/capacity developments, with expectations for long-term earnings growth from autonomy and robotics businesses.

Shared on 06 Sep 25

Fair value Increased 1.38%

Tesla’s consensus price target has increased modestly to $310.53, driven by optimism around Musk’s new incentive package and anticipated growth in autonomous, robotaxi, and robotics initiatives, though concerns remain over execution challenges and EV demand headwinds. Analyst Commentary Bullish analysts see the new long-term incentive package for Elon Musk as a catalyst to boost investor sentiment, incentivize sustained leadership, and align Musk’s interests with shareholders, particularly as autonomous driving and robotics come to the forefront.

Shared on 08 May 25

Fair value Increased 5.84%

Shared on 30 Apr 25

Fair value Decreased 4.01%

AnalystConsensusTarget has decreased future PE multiple from 103.9x to 88.9x.

Shared on 23 Apr 25

Fair value Decreased 0.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 3.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 3.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 13%

AnalystConsensusTarget has increased revenue growth from 15.0% to 16.6%, decreased profit margin from 10.4% to 9.2% and increased future PE multiple from 86.9x to 106.9x.

TSLA: Shareholder Pay Vote And Leadership Uncertainty Will Undermine Near-Term Performance

TSLA: AI And Autonomy Focus Will Deepen Risks From Weakening Core Demand

TSLA: Leadership Moves And Delivery Trends Will Define Upside Versus Mounting Execution Risks

TSLA: Mixed Delivery Trends And Execution Risks Will Shape Outlook Amid Leadership Uncertainty

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